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Disclosery

Penn Capital Management Company, LLC: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Penn Capital Management Company, LLC on IWM, newest first. How the timeline and the estimate are built.

Penn Capital Management Company, LLC held 3,036 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,036 shares
    Change vs previous 13F -3,391 shares

    0.06% of the 13F portfolio, value $912,149.

    13F-HR 0001420506-26-001347 filed by Penn Capital Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,427 shares
    Change vs previous 13F -4,334 shares

    0.12% of the 13F portfolio, value $1,593,830.

    13F-HR 0001420506-26-000814 filed by Penn Capital Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,761 shares
    Change vs previous 13F +9,191 shares

    0.21% of the 13F portfolio, value $2,648,941.

    13F-HR 0001420506-26-000232 filed by Penn Capital Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,570 shares
    Change vs previous 13F -3,025 shares

    0.03% of the 13F portfolio, value $380,022.

    13F-HR 0001420506-25-003479 filed by Penn Capital Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,595 shares
    Change vs previous 13F -4,924 shares

    0.09% of the 13F portfolio, value $991,657.

    13F-HR 0001420506-25-002135 filed by Penn Capital Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,519 shares
    Change vs previous 13F +8,177 shares

    0.19% of the 13F portfolio, value $1,898,897.

    13F-HR 0001420506-25-001104 filed by Penn Capital Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,342 shares
    Change vs previous 13F -3,504 shares

    0.03% of the 13F portfolio, value $296,528.

    13F-HR 0001420506-25-000531 filed by Penn Capital Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,846 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,070,515.

    13F-HR 0001420506-24-002569 filed by Penn Capital Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).